ACRVAcrivon Therapeutics, Inc.

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Acrivon acquires JAK1 inhibitor to expand into immunology - Investing.com

Investing.com · Nov 6, 1:25 PM

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Acrivon Expands into Immunology and Inflammation with - GlobeNewswire

GlobeNewswire · Nov 6, 1:00 PM

Market reactionShares fell 10% on Nov 5.

IntactLast material event Aug 12, 2026 · Updated Oct 30, 2026

ACR-2316 complete response adds promise; ACR-368 serous cancer data remain central

Acrivon is a clinical-stage company developing precision cancer drugs with its protein-profiling platform; its lead, ACR-368, is in a Phase 2b trial in endometrial cancer, and none of its products is approved.

Acrivon's case rests on ACR-368 in serous endometrial cancer: an earlier Phase 2b analysis showed 52% confirmed responses (N = 23), with biopsy-independent arms due to report in second half of 2026. ACR-2316's confirmed complete response in a heavily pretreated lung cancer patient adds promise; ACR-7280 remains in preclinical development. Management expects $90.0 million at June 30, 2026 to fund operations into fourth quarter of 2027. Broader response durability and execution remain central.

Thesis checklist

0 risks need attention

Select a row for evidence
All-comer serous arms confirm the response rateAwaiting evidenceNext: Simultaneous interim results from both biopsy-independent serous arms in second half of 2026.

Why it is in this state

The evidence, what would weaken it and the source filing

The Phase 3 confirmatory trial starts on timeAwaiting evidenceNext: Initiation of the Phase 3 confirmatory trial in first half of 2027.

Why it is in this state

The evidence, what would weaken it and the source filing

ACR-2316 and ACR-7280 add valueAwaiting evidenceNext: ACR-2316 expansion activity and safety; ACR-7280 IND submission in first half of 2027.

Why it is in this state

The evidence, what would weaken it and the source filing

Cash lasts into late 2027SupportedNext: Next financial report: cash use and whether management maintains its projected funding period.

Why it is in this state

The evidence, what would weaken it and the source filing

Next decision point

Can biopsy-independent serous arms reproduce the earlier response signal?

Tests: All-comer serous arms confirm the response rate

Second half of 2026

Do monotherapy or gemcitabine-sensitized treatment deliver compelling, durable responses in biopsy-independent serous endometrial cancer?

Strong, inconclusive and weak outcomes

What to look for in the result and how each would move the checklist

Questions to investigate

History

Price and material events

Select an event marker to read the update below. Marker colors show Thesis status.

IntactCurrentClinical
+7.6%Aug 12, 2026

ACR-2316 complete response adds promise; ACR-368 serous cancer data remain central

IntactClinical
+1.6%May 13, 2026

ACR-368 pursues accelerated approval in serous endometrial cancer on a 52% confirmed response rate, with a Phase 3 confirmatory trial planned

IntactClinical
-34.6%Jan 8, 2026

ACR-6840 CDK11 inhibitor nominated as development candidate

About this history: every entry shows when the Thesis moved and what it said. The reasoning behind each move (the evidence, the analysis and the source filing) and the earnings write-ups are part of a subscription.

Pipeline

Endometrial cancer· serous all-comer
ACR-368 · 3 upcoming · 1 completed
Phase 2b Data: InterimACR-368-201Pivotal
H2 2026
Phase 2b Enrollment: CompletionACR-368-201Pivotal
Q4 2026
Phase 3 Study Initiation
H1 2027
Acute myeloid leukemia
ACR-7280 · 1 upcoming
IND Submission
Q4 2026H1 2027
Pancreatic cancer· AP3-predicted
ACR-2316 · 1 upcoming
pancreatic cancer (PDAC) investigation
TBD
Eosinophilic esophagitis· first potential indication
ACR-525 · 1 upcoming
Phase 2 Study Initiation
TBD
Solid tumors
ACR-2316 · 2 completed
Phase 1/2 Study Initiation
Reported Aug 12, 2026
Phase 1 Data: Interim
Reported Jan 8, 2026
Acute myeloid leukemia
Cell cycle program · 1 completed
development candidate nomination
Reported Jan 8, 2026
Endometrial cancer· post-platinum + PD-1
ACR-368 · 1 completed
registrational trial and confirmatory design updatePivotal
Reported Jan 8, 2026

Dates, trials and completed outcomes are open to everyone. What each upcoming milestone hinges on is part of a subscription.

Quick answers

Is the Acrivon Therapeutics (ACRV) investment thesis intact?
Yes. Readouts currently rates the Acrivon Therapeutics Thesis Intact. ACR-2316 complete response adds promise; ACR-368 serous cancer data remain central.
What is the next catalyst for Acrivon Therapeutics (ACRV)?
The next dated event is Phase 2b enrollment complete (ACR-368-201) for ACR-368, expected Q4 2026, as stated by the company. Also ahead: Phase 2b interim results (ACR-368-201) for ACR-368, expected H2 2026.
How long will Acrivon Therapeutics' cash last?
Acrivon Therapeutics has said its cash will fund operations into Q4 2027 (guidance as of August 12, 2026). It reported $90.0 million in cash as of June 30, 2026.

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Disease areas: Blood cancers, Breast and gynecologic cancers, Gastrointestinal cancers, Other cancers, Liver and digestive diseases
Catalyst calendar · Upcoming FDA decisions · Thesis changes

Competitive landscape

12 peers tracked

For informational purposes only—not investment advice. Always conduct your own research before making investment decisions.

Financial snapshot

Dates and calculation details

Cash: Market-data provider estimate; measurement period unavailable.

Debt: Market-data provider estimate; a complete comparable filing balance is unavailable.

Quarterly burn: Estimated from trailing free cash flow; measurement period unavailable.

Net cash and estimated runway require verified matching measurement periods. Missing debt components are not assumed to be zero.

Runway: No underlying guidance available.